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We're Ready & Waiting to Help You Plan for the Future
In a world full of constant change and challenge, it is critical to develop essential partnerships that cultivate successful strategies and solutions. Achieving success can be an elusive goal without teamwork based on knowledge and trust. Comprehensive Wealth Management requires levels of cooperation and support that transcend specialties and even ability.
As the only local provider of total Wealth Management, Baker Boyer builds your team of experienced professionals according to your needs. These advisors offer local, highly personalized service that is unparalleled in the Walla Walla Valley and beyond. Since 1869, Baker Boyer has been building the foundation to offer this vast array of resources to you so that you can realize the peace of mind that comes with true financial freedom.
Our teams use a disciplined approach to provide solutions for the complex issues that our clients face in managing their financial affairs. Many advisors and firms spend the majority of their efforts solely on building wealth. While extremely important, focusing too much attention on this one cornerstone of financial management can prove detrimental to your comprehensive financial plan. It takes unique and innovative strategies through all life stages to accomplish financial freedom. As advisors, we can see the changes that were on the horizon a few years ago have arrived. As investors move from accumulating wealth to distributing wealth, the assumptions once made about retirement have changed. Our teams devise plans to mitigate the risk of running out of money in retirement, whether you are retiring now or thirty years down the road. We deliver those strategies to our clients every day.
Finally, your team can offer a degree of continuity that individual advisors cannot. From banking and lending, to sophisticated investment management and financial planning, successful teams must work together to meet and overcome challenges. Essential partnerships are the heart of Baker Boyer’s Wealth Management Advisors—and life in general. Create them, nurture them; win with them.
Retirement Planning Services- Establish Retirement Savings Goals
- Assess usage and maximization of Qualified Retirement Plans and IRAs
- Recommend investment strategy for retirement savings held at Baker Boyer
- Establish Retirement Income Program
- Calculate Required Minimum Distributions
- Advice on 401(k) or 403(b) investments with current employer
Investment Planning Services
- Select appropriate strategies utilizing most publicly traded securities, including unit investment trusts, mutual funds, bonds, and other structured products.
- Develop recommendations for a risk adjusted portfolio based on time horizon, risk tolerance and tax situation
- Provide ongoing monitoring and portfolio adjustments
College Planning Services
- Analyze College Savings Needs
- Establish College Savings Program
- Recommend investment strategy based on child’s age
By referral or not included: Exploring Financial Aid Options, Scholarship searches, advice on filling out financial aid forms, claiming of education tax credits
Tax Planning Services
- Choose appropriate strategies for tax-deferred growth including IRAs, annuities, tax-advantaged mutual funds or tax-free income (municipal bonds, tax-free income funds)
- Execute investment strategies recommended by tax advisor
By referral or not included: Specific tax advice
Estate Planning Services
- Provide estate-planning support
- Assist with implementation of estate-planning strategies such as beneficiary designations and trust account setup
- Educate on estate planning strategies
By referral or not included: Specific legal advice
Insurance and Risk Management Services
- Analyze needs for life insurance
- Analyze needs for disability insurance
- Analyze needs for long-term care insurance
- Policy selection and implementation
By referral or not included: Analysis of other forms of insurance such as property/casualty or general liability